Verisk Analytics (NASDAQ:VRSK) Issues Quarterly Earnings Results, Beats Expectations By $0.05 EPS

Posted by Francis Steltz on Jul 29th, 2026

Verisk Analytics (NASDAQ:VRSK – Get Free Report) issued its quarterly earnings results on Wednesday. The business services provider reported $1.98 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.93 by $0.05, FiscalAI reports. The firm had revenue of $806.30 million for the quarter, compared to analyst estimates of $804.02 million. Verisk Analytics had a negative return on equity of 2,405.75% and a net margin of 29.34%.The company’s revenue was up 4.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.88 earnings per share. Verisk Analytics updated its FY 2026 guidance to 7.450-7.750 EPS.

Here are the key takeaways from Verisk Analytics’ conference call:

Second-quarter organic constant-currency revenue grew 5.8%, with adjusted EBITDA up 7.4%; Verisk reaffirmed its full-year 2026 guidance and said growth should improve sequentially in the second half.
Subscription revenue, representing 83% of total revenue, increased 8%, supported by renewals, price realization, cross-selling, and new clients across underwriting, catastrophe risk, and anti-fraud solutions.
Transactional revenue declined 4.2% as commercial property volumes softened, weather-related activity remained low, and international travel was disrupted; management warned that these pressures, along with a potentially quiet hurricane season, may persist into the second half.
AI adoption is gaining traction, with XactAI users increasing nearly tenfold since March to almost 7,000 licensees, while Verisk’s Claude connectors and Premium Audit AI are supporting client engagement and stronger renewal pricing.
Verisk launched its cloud-native Synergy Studio platform and redesigned U.S. Tropical Cyclone Model on schedule, began onboarding clients, and closed the tuck-in acquisition of McKenzie Intelligence Services to enhance real-time catastrophe and event intelligence.

Verisk Analytics Trading Up 3.2%

Shares of VRSK stock traded up $6.74 on Wednesday, hitting $219.00. 1,099,420 shares of the company’s stock traded hands, compared to its average volume of 2,145,441. The stock has a market capitalization of $28.69 billion, a price-to-earnings ratio of 33.48, a P/E/G ratio of 2.31 and a beta of 0.69. The company’s fifty day simple moving average is $183.95 and its 200 day simple moving average is $189.25. Verisk Analytics has a one year low of $155.94 and a one year high of $300.93. The company has a debt-to-equity ratio of 10.42, a quick ratio of 1.02 and a current ratio of 1.02.

Insider Activity

In related news, Director Samuel G. Liss sold 6,765 shares of the firm’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $177.63, for a total value of $1,201,666.95. Following the sale, the director directly owned 69,098 shares of the company’s stock, valued at $12,273,877.74. This trade represents a 8.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Elizabeth Mann sold 400 shares of the business’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $159.22, for a total value of $63,688.00. Following the transaction, the chief financial officer owned 19,584 shares in the company, valued at approximately $3,118,164.48. This represents a 2.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 16,507 shares of company stock valued at $2,925,710. 0.52% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Verisk Analytics

A number of hedge funds and other institutional investors have recently made changes to their positions in VRSK. NewEdge Advisors LLC raised its holdings in Verisk Analytics by 1.1% in the 1st quarter. NewEdge Advisors LLC now owns 4,232 shares of the business services provider’s stock worth $1,259,000 after purchasing an additional 44 shares in the last quarter. Woodline Partners LP lifted its holdings in Verisk Analytics by 39.6% in the first quarter. Woodline Partners LP now owns 11,931 shares of the business services provider’s stock worth $3,551,000 after buying an additional 3,385 shares during the period. Geneos Wealth Management Inc. lifted its holdings in Verisk Analytics by 114.4% in the first quarter. Geneos Wealth Management Inc. now owns 253 shares of the business services provider’s stock worth $75,000 after buying an additional 135 shares during the period. Treasurer of the State of North Carolina boosted its position in Verisk Analytics by 52.2% during the 2nd quarter. Treasurer of the State of North Carolina now owns 135,876 shares of the business services provider’s stock valued at $42,325,000 after acquiring an additional 46,603 shares in the last quarter. Finally, Osterweis Capital Management Inc. bought a new stake in Verisk Analytics during the 2nd quarter valued at approximately $28,000. Institutional investors own 90.00% of the company’s stock.

Key Verisk Analytics News

Here are the key news stories impacting Verisk Analytics this week:

Positive Sentiment: Q2 results exceeded expectations. Verisk reported adjusted earnings of $1.98 per share, ahead of analyst estimates near $1.93-$1.94 and up from $1.88 a year earlier. Revenue reached $806.3 million, topping the approximately $804 million consensus and increasing 4.3% year over year. Verisk Analytics quarterly earnings results
Positive Sentiment: Insurance businesses supported growth. Subscription expansion, gains in Verisk’s Underwriting and Claims operations, and cost discipline helped drive the quarterly beat. Revenue grew 5.8% on an organic constant-currency basis, suggesting underlying demand was stronger than the reported growth rate. Verisk Earnings Surpass Estimates in Q2 on Insurance Growth
Positive Sentiment: Acquisition expands catastrophe-response capabilities. Verisk acquired McKenzie Intelligence Services, a geospatial intelligence and event-response provider. The deal adds real-time catastrophe and conflict analysis, post-event damage assessment and other tools that could strengthen Verisk’s value to insurers managing major loss events. Financial terms were not disclosed. Verisk Acquires McKenzie Intelligence Services
Neutral Sentiment: Full-year guidance remains in line overall. Verisk maintained FY 2026 revenue guidance of about $3.2 billion and provided EPS guidance of $7.45-$7.75, compared with consensus estimates around $7.66. The range implies limited near-term earnings upside versus expectations, but does not represent a major outlook reduction.
Negative Sentiment: Reported net income fell. Q2 net income declined 9.8% to $229 million despite revenue growth and the adjusted EPS beat, a factor that could temper enthusiasm if investors focus on bottom-line pressure. Verisk Reports Second Quarter 2026 Financial Results

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on VRSK. JPMorgan Chase & Co. raised their target price on Verisk Analytics from $220.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. Bank of America dropped their price target on Verisk Analytics from $225.00 to $190.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. Weiss Ratings downgraded Verisk Analytics from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, May 14th. Rothschild & Co Redburn set a $185.00 price objective on shares of Verisk Analytics and gave the company a “neutral” rating in a research note on Thursday, June 18th. Finally, Morgan Stanley set a $235.00 price target on Verisk Analytics in a report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Verisk Analytics has an average rating of “Hold” and a consensus target price of $234.87.

Get Our Latest Analysis on VRSK

Verisk Analytics Company Profile

(Get Free Report)

Verisk Analytics, Inc (NASDAQ: VRSK) is a data analytics and decision‑support provider that helps organizations assess and manage risk. The company supplies data, predictive models and software to customers in insurance, reinsurance, financial services, government, energy and other commercial markets. Its offerings are designed to support underwriting, pricing, claims management, catastrophe modeling, fraud detection and regulatory compliance, enabling clients to make more informed operational and strategic decisions.

Verisk’s product portfolio combines large proprietary datasets with analytics platforms and industry‑specific applications.